a financial advisor cold calling lead a prospect mentions that he manages his own portfolio and hasn't used an advisor in the past what should the advisor do first

Answers

Answer 1

The financial advisor who just found out that the prospect manages his own portfolio should Ask if there’s a reason he hasn’t used an advisor in the past.

What should a financial advisor do?

The financial advisor should start by finding out if there is a reason why the prospect has never had a financial advisor.

This will help him decide how to proceed in terms of offering the prospect their services.

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Related Questions

. An economist estimated that the cost function of a single-product firm is C(Q) = 90 + 35Q + 25Q2 + 10Q3 ® 172 Based on this information, determine: (LO4, LO5) a. The fixed cost of producing 10 units of output. b. The variable cost of producing 10 units of output. c. The total cost of producing 10 units of output. d. The average fixed cost of producing 10 units of output. e. The average variable cost of producing 10 units of output. f. The average total cost of producing 10 units of output. g. The marginal cost when Q = 10.

Answers

Answer:

Explanation:

problem has been solved!See the answerAn economist estimated that the cost function of a single-product firm is:C(Q) = 90 + 30Q + 25Q2 + 10Q3.Based on this information, determine the following:a. The fixed cost of producing 10 units of output.$b. The variable cost of producing 10 units of output.$ 90 I know this one,,,c. The total cost of producing 10 units of output.$d. The average fixed cost of producing 10 units of output.$e. The average variable cost of producing 10 units of output.$f. The average total cost of producing 10 units of output.$g. The marginal cost when Q = 10.$

The human resources department would consider moving an employee from one department to another under which circumstance?

A: When an employee is performing too well and understands his job fully
B: When an employee's current skill set would be better suited for another department
C: When an employee really enjoys working in the department

Answers

The answer would be B as why would a company keep someone better suited to another task on their current job when the task said person is superior at has availability

50 POINTS WILL AWARD BRAINLIEST

JUST FIND THE NUMBERS THAT GO IN THE BLANKS AND GRAPH IF YOU CAN IF NOT IT'S OK. THANK YOU.

Answers

Answer:

i feel bad for you

Explanation:

i like school but thats extra

Which of the following services are available to customers of banks?
I. Car Loans
II. Credit Cards
III. Mortgages
I and II only
I and III only
II and III only
I, II and III

Answers

I think it’s the last one —> I, II and lll

effective interest rate pf 15% compounded every 3 months

Answers

Well when the percentage is higher then the number it should be about lower than 15 so I would be 0.15

what is the first step in the project control process for measuring and evaluating project performance?

Answers

Answer:

Setting a baseline plan.Measuring progress and performance.Comparing plan against actual.Taking action.

Explain how a positive person deals with worry and doubt.

Answers

Answer:

He never trifle himself over worries

Explanation:

positive person deals with worry by understanding that worry does not solve any problems by itself. Worry is a motivator to positive action, and that any worries should be followed by action to prevent that concern from occuring. Overcoming doubt is a function of becoming confident in the chances of your success.

PLEASE MARK ME BRAINLIEST IF MY ANSWER IS CORRECT PLEASE

A positive person may worry or doubt themselves when it comes to showing there emotions there constantly trying to make the situation positive even if it’s difficult on them there worry or doubt may not be visible but due to the fact that there trying to keep a positive attitude amongst others during stressful times they will deal with there emotions by hiding them and not letting them show.

Explanation:

edg

You were recently hired by the Andrews CEO as a consultant to evaluate the performance of the Chief Financial Officer (CFO). As a part of that process, you interview the CFO’s direct reports (employees). Although they indicate that the CFO is technically competent, one individual told you stories about his verbal abuse with employees. Given this information, what would be the least effective next step in the process?

Answers

The least effective step in this process would be to focus only on the CFO's job performance and not his inappropriate behavior in the workplace.

What is the purpose of performance appraisal?

Analyze whether the performance of the employee's activities, skills and behaviors are in accordance with the organization's culture and values, establishing improvement measures when necessary.

Therefore, it is essential that the behavior of an employee is analyzed along with their technical competence, as the ethics established by employees are capable of impacting the culture in a positive or negative way.

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Classifying Cash Flows

Identify the type of cash flow activity for each of the following events (operating, investing, or financing). The company determines net cash flow from operating activities by the indirect method:

a. Net income
b. Paid cash dividends
c. Issued common stock
d. Issued bonds
e. Redeemed bonds
f. Sold long-term investments
g. Purchased treasury stock
h. Sold equipment
i. Issued preferred stock
j. Purchased buildings
k. Purchased patents

WORD BANK:
- financing
- investing
- operating

Answers

A. operating
B. financing
C. financing
D. financing
E. financing
F. investing
G. financing
H. investing
I. financing
J. investing
K. investing

Buyer Beware Toy Company is unsure of whether to sell its product assembled or unassembled. The unit cost of the unassembled product is $30 and Buyer Beware Toy would sell it currently for $65. The cost to assemble the product is estimated at $21 per unit and the company believes the market would support a new price of $85 on the assembled unit. What decision should be made about whether to sell or process further?

A)
Sell before assembly, the company will be better off by $1 per unit.

B)
Sell before assembly, the company will be better off by $20 per unit.

C)
Process further, the company will be better off by $29 per unit.

D)
Process further, the company will be better off by $14 per unit.

Answers

I think it $1 per unit


Stephen discovers that the tennis shoes he just purchased are being offered
at a lower price by the same company. This is an example of:

Answers

The discovery of Stephen realizing that the same shoes he just purchased are being offered for a lower price by the same company is known as predatory pricing.

What is Predatory Pricing?

Predatory pricing is a marketing strategy that employs the approach of discounting on a wider scale, in which a dominating corporation in an industry may purposefully lower the prices of a product to potential loss levels within the short term.

Predatory pricing typically causes customers harm or loss and is viewed as anti-competitive in many regions, rendering the practice unlawful under several legal provisions.

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What is a corporation?
A. It combines structural aspects of a LLC with those of a
partnership
B. It is owned by a group of individuals who are also users of the
business's services.
O
C. It is owned and operated by one individual.
D. It exists as its own legal entity and is owned by shareholders.

Answers

Answer:

The answer is D. It exists as its own legal entity and is owned by shareholders.

Explanation:

That is how it runs.

T or F as a general tule the greater the risk the lower the potential return in an investment

Answers

Answer:

false

Explanation:

hope this helps:)

This would be false because there is no direct correlation between both.

real answers only please
Provide complete responses to the following questions or statements.

Describe what you believe the meaning and corresponding responsibilities are for each of the following:
The right to safety
The right to truthful information

Answers

Answer:

the to give truth answer

Explanation:

you have to say the true no matter how the situation is

Sharpie Markers sells their markers directly to consumers for $2/marker.

Revenue: $500,000

Plastic: $200,000

Ink: $1,000

Advertising: $5,000

Overhead: $1,000

Depreciation: $25


Assume Sharpie wants to launch a “Holly Jolly” promotion, where they would discount their pens by 10%. How many more pens would they have to sell to justify this promotion from a contribution perspective?

A) 25.13% more pens
B) 20.08% more pens
C) None of the above, but I could find this answer with the info given
D) None of the above because I can't find the answer with the info given

Answers

The increase in pens that would be sold to justify this promotion from a contribution perspective is B. 20.08% more pens.

How to calculate the value?

The revised contribution will be:

= 0.2 - 1.196 = 0.996

The amount sold to maintain contribution will be:

= 299000/0.996 = 300201

The increase in volume will be:

= 50201/250000 × 100

= 20.08%

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How can unpaid volunteer work help you choose a career?

Answers

Answer:

Explanation:

By volunteering you are able to observe a career from the inside, you gain experience and work skills, you develop helpful contacts, and you learn what employers want out of an employee.

Answer:

By volunteering you are able to observe a career from the inside, you gain experience and work skills, you develop helpful contacts, and you learn what employers want out of an employee.

Explanation:

Which of the following is most likely to have inelastic demand?
a
an effective cancer-fighting drug
b
experimental cosmetic surgery
c
organic fruits and vegetables
d
an expensive sports car

Answers

I think the answer is A

If you start a business would you rather start off with earning 1million every week and 10,000 an hour or just earn 1 million in a day

Answers

Answer:

Im going with either 1million a day or 10k an hour

Which is NOT true of mapping individual keyword phrases to individual pages?

Answers

The thing that isn't true of mapping individual keyword phrase is that keyword mapping can ensure that a website isn't optimizing multiple pages.

What are the importance of mapping?

It should be noted that mapping is important as site developers are reminded about the keywords that'll be used.

From the complete question, the thing that isn't true of mapping individual keyword phrase is that keyword mapping can ensure that a website isn't optimizing multiple pages.

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What role does the government play in the economy’s circular flow ?

Answers

the government uses goods, and services to provide public goods like education, roads, and more

Diane changes the size of an image with the format picture pane and keeps the original ratio of height to width of the object. What has Diane done to the image?

She has cut the object.
She has changed the aspect ratio.
She has resized the object.
She has scaled the object.

Answers

The aspect ratio is a measure of length and width. Diane by changing the size of the image, has resized the object.

What is the aspect ratio?

An image is the ratio of its width to its height and is expressed with two numbers separated by a colon, such as 16:9, sixteen-to-nine, which is called an aspect ratio.

Keep the aspect ratio the same and resize the image. And it's a feature that helps to zoom in or out the image of the object, and always maintains a balance between the same length and width.

This ensures that we have a view of the object with the same correction in aspect ratio. However, the aspect ratio is tied to the maximum length and maximum length. If we go beyond that, our image will fade.

Thus, the correct statement is Diana has resized the object.

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The decision-making model includes which of the following steps?
A.
Brainstorm possible actions to take
B.
Create a personal mission statement
C.
Specify your timeframe
D.
All of the above

Answers

I guess and got it right.

hope this helps

If a business is not concerned about social responsibility, it is likely to:
A become solvent.
B. prosper.
C. grow
D. be a failure.

Answers

Answer:

The answer is D, be a failure.

Explanation:

the reason for this is because the if a business is not concered about the social responsibility then it is desntin to faoil

How did you get your answer?

Answers

Answer:

Answer to what?

Explanation:

Tattletale News Corp. has been growing at a rate of 20% per year, and you expect this growth rate in earnings and dividends to continue for another 3 years.
b. If the discount rate is 23% and the steady growth rate after 3 years is 3%, what should the stock price be today? (Do not round intermediate calculations. Round your answer to 2 decimal places.)

Answers

If the last dividend paid was $10, the next dividend will be $12.

The stock price today will be  $76.38.

What will be the next dividend?

Next dividend = last dividend x (1 + growth rate)

10 x 1.20 = $12

What is the stock  price today?

The two-step dividend model would be used to determine the price of the stock today.

Here is the complete question:

Tattletale News Corp. has been growing at a rate of 20% per year, and you expect this growth rate in earnings and dividends to continue for another 3 years.

Dividend in year 1 = 10 x 1.2 = 12

Dividend in year 2 = 10 x 1.2² = 14.40

Dividend in year 3 = 10 x 1.2³ = 17.28

Dividend in year 3 = (17.28 x 1.03) / (0.23 - 0.03) = 88.99

Present value of the cash flows = $76.38

a.If the last dividend paid was $10, what will the next dividend be? (Do not round intermediate calculations. Round your answer to 2 decimal places.)

b.If the discount rate is 21% and the steady growth rate after 3 years is 2%, what should the stock price be today? (Do not round intermediate calculations. Round your answer to 2 decimal places.)

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What kind of skills is necessary as an art and communication manager?

A: Business
B: Customer service
C: Trade

Answers

Answer: all of the above

Explanation:

that correct answer is business

What does Integrated Marketing Communications mean?

Answers

Answer:

Integrated marketing communication (IMC) can be defined as the process used to unify marketing communication elements, such as public relations, social media, audience analytics, business development principles, and advertising, into a brand identity that remains consistent across distinct media channels.

Explanation:

searched it up


Why is it important to check your credit history?

Answers

Checking your credit history can help you better understand your current credit position.


Why do some Economists believe tax reform is needed in the United States?

Answers

Answer:

The Tax Reform Act of 1986 (TRA) was passed by the 99th United States Congress and signed into law by President Ronald Reagan on October 22, 1986.

Explanation:

Taxes can be used to stabilize the economy.The implementation of taxes can promote social equity; for example the use of progressive income taxes.There are many types of taxes that can be legislated to derive revenue for government operations.

Type the correct answer in the box. Spell the word correctly.
Which external factor has enabled addition of special effects in advertisements and tracking of responses of customers over websites?
The________
factor has widened horizons for advertisers and has helped immensely in creation of new
communications media.

Answers

Consumer behaviour is an external factor that enabled addition of special effects in advertisements and tracking of responses of customers over websites.

The social media factor has widened horizons for advertisers and has helped immensely in creation of new

communications media.

What is Consumer behaviour?

Consumer behaviour is the study of how individual customers, groups or organizations select, buy, use, and dispose ideas, goods, and services to satisfy their needs and wants. It refers to the actions of the consumers in the marketplace and the underlying motives for those actions.

Therefore, the correct answers are consumer behaviour and social media respectively.

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Point p divides segment ab in the ratio AP:PB = 8:12. Which letter marks the location of point p?A. Point k B. Point LC. Point MD. Point N what century did written music start in the medieval times Please answer the first question Read the excerpt from Up from Slavery by Booker T. Washington.One-third of the population of the South is of the Negro race. No enterprise seeking the material, civil, or moral welfare of this section can disregard this element of our population and reach the highest success. I but convey to you, Mr. President and Directors, the sentiment of the masses of my race when I say that in no way have the value and manhood of the American Negro been more fittingly and generously recognized than by the managers of this magnificent Exposition at every stage of its progress. It is a recognition that will do more to cement the friendship of the two races than any occurrence since the dawn of our freedom.What evidence does the author use to support the claim that no one can disregard Black citizens and be successful?Black citizens make up a significant portion of the population.Ensuring material and moral security for Black citizens will lead to success. Recognizing the worth and power of Black citizens will bring people together.The successful convention directors recognize the value of Black citizens. In 2009 the population of the UK estimated at 62 million. In the same year 102,000 people died. Calculate the percentage of people who died in 2009 Twice a number y is more than-2.5 Which of the following policies was a major element of president Ronald Reagans foreign policy?A: Decreasing aid to IsraelB: Increasing defense spending C: Building alliances with moderate communistsD: Promoting detente with Soviet Union In the following expression, which operation should be completed first? 1223+6 126 23 122 3+6 Which term is defined as the change in the direction of light when it goes from one medium into a different medium?Question 7 options:ReflectionRefractionTransmissionAbsorption how do you calculate the average speed of a car that travels one mile at 30 mph and the second mile at 60 mph How many times greater is one mile than one foot? Passed loved ones or love? Can someone pls help look at pic and fill in the blanks. thanks!! (will mark brainliest) Principal Time. Rate$470. 10 days. 9%Whats the interest? What steps could be taken to prevent light pollution? what is the end behavior? cant figure out the answer What two reasons does lincoln give for launching military action against the south Which polygon is a pentagon A rectangular field has an area of 1,764 m2. the width of the field is 13 m more than the length. what is the perimeter of the field? 121 m 144 m 168 m 170 m